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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,926 | $75,962-77.7% | $154,111-89.0% | $64,173-73.6% |
| Participation rate | 40.3% | 70.4%-30.2pp | 83.0%-42.8pp | 69.6%-29.3pp |
| Annual return | -10.13% | 30.32%-40.5pp | 735.18%-745.3pp | 7.63%-17.8pp |
| Employer contribution / active EE | $826 | $3,350-75.3% | $5,298-84.4% | $2,381-65.3% |
| Participant deferral / active EE | $1,367 | $3,175-56.9% | $5,081-73.1% | $3,470-60.6% |
| Admin fee / account holder | $491 | $5,589-91.2% | $13,411-96.3% | $4,887-90.0% |